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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,345 | $108,825-85.9% | $156,181-90.2% | $82,448-81.4% |
| Participation rate | 93.5% | 72.4%+21.2pp | 78.8%+14.7pp | 68.1%+25.5pp |
| Annual return | 21.45% | 20.59%+0.9pp | 64.87%-43.4pp | 41.64%-20.2pp |
| Employer contribution / active EE | $979 | $2,870-65.9% | $4,294-77.2% | $2,551-61.6% |
| Participant deferral / active EE | $5,107 | $4,577+11.6% | $6,132-16.7% | $4,139+23.4% |
| Admin fee / account holder | $2,238 | $9,341-76.0% | $14,586-84.7% | $7,234-69.1% |